New Client Adviser

7 days ago

Manchester, United Kingdom Schroders Personal Wealth Full time

Overview New Client Adviser – Permanent position at Schroders Personal Wealth (SPW). The role focuses on onboarding new business, primarily from our parent company, Lloyds Banking Group. We aim to make financial advice affordable, accessible and powerful for more people. Location: National. Job type: Permanent. Closing date: 18/01/2026. Salary: National £63,482 – £69,830; London £74,044 – £81,448. Key Responsibilities Engage with new clients virtually via phone or video, understanding their financial goals and providing tailored, holistic advice. Build strong relationships and manage the client journey for the first three months, before transitioning them to our ongoing advice team. Deliver excellent client service and ensure a seamless onboarding experience. Increase client opt‑in rates for our Ongoing Advice Service through meaningful conversations and trust‑building. Stay up to date with industry trends and regulatory changes, continuously developing your knowledge and capabilities. Champion SPW’s values and uphold our Consumer Duty responsibilities. Support team goals and contribute to a culture of collaboration and excellence. Maintain professional standards and complete continuous development to support your Statement of Professional Standing (SPS). Qualifications & Skills Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential). Experience in providing financial advice to clients, with a strong track record of delivering quality service. Proven experience in conducting client meetings and creating financial plans. Strong knowledge across all areas of financial planning and regulatory requirements. Excellent communication and presentation skills to ensure clients receive an excellent experience. Open and welcoming to change, with exceptional problem‑solving skills and the ability to stay focused in times of uncertainty. Attention to detail and the ability to work independently and collaboratively in a fast‑paced, dynamic environment. Strong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys. Benefits Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days. Health & Wellbeing: Company‑paid Private Medical Insurance, Life Insurance, and Health Screening. Company Pension Contribution: A matched pension contribution of up to 15% of your base pay. Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including dental cover, paid sabbatical leave, gym membership, menopause support. Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service). Financial Advice: Access to free financial advice to help secure your financial future. Flexible Working We support flexible working arrangements, including informal flexible hours, reduced hours, job‑sharing, working from home, or a hybrid model. We aim to balance business needs with your lifestyle. Additional Information We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required. We embrace individuality and diversity of identity, experience and thought, ensuring equal opportunities and transparent gender pay reporting. Schroders Personal Wealth operates under the Senior Managers and Certification Regime; certain roles may require enhanced vetting and annual certification. #J-18808-Ljbffr

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